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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	UONDDL University of Notre Dame du Lac South Bend, Indiana	$9.06M	+$8.72M	2	2.68%	New
202	LOAMU Lombard Odier Asset Management (USA) New York	$8.9M	+$5.46M	2	0.7%	Increased
203	CCP Clough Capital Partners Boston, Massachusetts	$8.83M	+$2.41M	1	0.61%	Increased
204	Employees Retirement System of Texas Austin, Texas	$8.71M	-$1.39M	2	0.12%	Reduced
205	State of Wisconsin Investment Board Madison, Wisconsin	$8.66M	-$3.21M	2	0.03%	Reduced
206	Driehaus Capital Management Chicago, Illinois	$8.65M	-$12.1M	2	0.32%	Reduced
207	Citigroup New York	$8.62M	-$97.9K	9	0.01%	Reduced
208	GIPM G2 Investment Partners Management New York	$8.59M	+$339K	2	3.81%	Increased
209	Schonfeld Strategic Advisors New York	$8.49M	-$969K	4	0.88%	Reduced
210	PP PDT Partners New York	$8.47M	-$14.4M	1	0.34%	Reduced
211	AR Advisory Research Chicago, Illinois	$8.45M	+$2.69M	2	0.13%	Increased
212	BAMCO Inc New York	$8.34M	+$3.08M	1	0.04%	Increased
213	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.23M	+$267K	6	0.06%	Increased
214	TCM Trafelet Capital Management New York	$8.16M	-$10M	1	6.55%	Reduced
215	AAP Ardsley Advisory Partners Stamford, Connecticut	$8.15M	-$51.6K	2	1.27%	Reduced
216	EI EAM Investors Solana Beach, California	$8.02M	-$6.16M	3	1.33%	Reduced
217	Envestnet Asset Management Chicago, Illinois	$7.83M	+$5.31M	8	0.02%	Increased
218	TPSF Texas Permanent School Fund Austin, Texas	$7.81M	+$834K	5	0.1%	Increased
219	CAM Chou Associates Management Toronto, Ontario, Canada	$7.73M	-$9M	1	2.39%	Reduced
220	Highbridge Capital Management New York	$7.48M	+$3.99M	2	0.11%	Increased
221	Madison Investment Holdings Madison, Wisconsin	$7.33M	+$814K	1	0.14%	Increased
222	Chartwell Investment Partners Berywn, Pennsylvania	$7.13M	+$1.83M	2	0.27%	Increased
223	FIMG Financial & Investment Management Group Traverse City, Michigan	$7.09M	-$23.6K	1	2.59%	Reduced
224	MFAM Motley Fool Asset Management Alexandria, Virginia	$7.05M	-$3.88M	1	1.46%	Reduced
225	Segall Bryant & Hamill Chicago, Illinois	$7.05M	+$773K	1	0.17%	Increased